Tandem Talk — A quarterly financial podcast sharing history, insight, and market commentary from our Investment Team.

Tandem’s Investment Team returns with Episode 22 of Tandem Talk! Tune in as the team explores the powerful passive investing feedback loop that pushes market leaders higher, a self-fulfilling prophecy in its own right—until it reverses. They discuss how extreme concentration can...

Tandem’s Investment Team returns with Episode 21 of Tandem Talk! This discussion can be summed up into four words: a tug of war. And it’s a tug on many levels—between the Administration and the Fed, between AI advances and the rest of...

The Investment Team is back with our 20th episode of Tandem Talk—this time with something completely different! Episode 20 marks five years of conversations around the table. If you’ve tuned in since the beginning, we thank you for your listenership and for...

We’re back with Episode 19 of Tandem Talk – for having nothing to say, we sure do have a lot to talk about! Tune in as we discuss the unprecedented levels of market narrowness and overconcentration investors are faced with today. What...

With the election now behind us, we evaluate where we are and where we go from here. With recent rumblings of a flat index projected for the next decade, we remind the listener the importance of owning good individual businesses. If you...

And we are back with Episode 17 of Tandem Talk! In this episode, we revisit the late 90s and draw parallels to today as we debate the status of the AI boom the stock market finds itself in. Is this a bubble?...

We’re back with our 16th episode of Tandem Talk! If you have been with us from the beginning, that’s 4-years of Tandem Talk – thank you for following along. In this episode, we dive into recent earnings growth, share price volatility, trusting...

Join our Investment Team around the table for our 15th episode of Tandem Talk! Listen in as we reflect on the similarities of 2023 and 2024-to date, debate how to pronounce NVIDIA, and discuss the seemingly forgotten 493 other companies in the...

Tandem’s Investment Team returns with our 14th episode of Tandem Talk! We take a look back to last quarter’s podcast and can’t help but recognize that we are basically in the same place we were 2 years ago. We are still seeing...

In this Episode of Tandem Talk (or should we say Fed Talk?), we cover a lot of news relating to recent Fed statements and actions. And what’s the deal with this thing we keep hearing about, a “recession” maybe? We take a...

We have a lot to cover on this episode of Tandem Talk. We kick off with a debrief of the past month and recent market events. In usual Tandem fashion, we lay it all on the table and try to make heads...

In this episode of Tandem Talk, the team touches on a broad range of topics; from the massive job layoffs we see spreading across industries, to the path of interest rates and earnings, to the red hot markets we are experiencing so...

Our 10th Episode of Tandem Talk is here and we have a lot to cover! In this episode, we discuss how to find opportunities in bear market rallies and how to better understand “the market”. Our team shares with listeners the meaning...

Today’s topic of discussion? The Economy! Are we witnessing a game of chicken between the Fed and the Market? Join us as we discuss a K-shaped recovery and take a look back at Billy’s spot-on thoughts about stagflation. We end the conversation...

In this episode of Tandem Talk, we describe post-COVID earnings and how they are shaking up the markets. A discussion on recent market volatility, Tandem’s implementation process and what that looks like with today’s market fluctuations, and why the Energy sector doesn’t...

Team Tandem is back, as are inflation and Fed talk, for another episode of Tandem Talk. In Episode 7, Tandem’s investment team discusses the implications of rising inflation, rising interest rates, increased market volatility, global tensions and much more. Enjoy the conversation!

Tandem Talk 6 picks up right where Tandem Talk 5 left off! Inflation and Fed talk continue as hot topics for the Tandem Team, both generally around markets and specifically around Tandem’s portfolios. TT6 gives the listener the sense of eavesdropping on...

Tandem Talk 5 is finally here, and the Tandem Team shares some quality conversation on all that has gone in this summer. Beginning with what is happening inside Tandem portfolios and transitioning to what is going on in the rest of the...

In episode 4 of Tandem Talk, John Carew and the Tandem Team have a lot on their minds. The market has been solid since they last convened and there is plenty to discuss, some topics serious, some humorous, but all hopefully informative.

In episode 3 of Tandem Talk John Carew and the Tandem investment team gather once more for a topical conversation. A lot has happened since episode 2. The Team touches on those things that got their attention while laying out a bullish...

Our second episode of the Tandem Talk podcast is now available. For those new to Tandem Talk, our investment Team sits down together to discuss recent market trends, financial news, and all things Tandem. Enjoy!

Exciting News: Tandem Talk is a quarterly financial podcast sharing history, insight, and market commentary from our Investment Team. We will be adding additional episodes filled with lively commentary focusing on a range of topics including financial news and market updates.